Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Calcagno Lluch is a financial advisor with over 30 years of experience in the financial services industry. Carlos is a Certified Financial Planner and holds Series 6, 7, 24, and 63 licenses. Carlos is currently registered with Perennial Financial Services and provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Carlos has previously worked for Grattan Financial Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Transamerica Financial Resources, Inc., and Fortress Securities, Inc. Carlos has been with Perennial Financial Services since June 2017, where Carlos is registered as an Investment Advisor Representative (IAR) and provides investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. Carlos is also registered with the state of California as an investment advisor representative (IAR) and has a strong track record of helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/12/2017 - Present
Perennial Financial Services (LOS ANGELES CA)
CA
01/01/1998 - 08/03/1998
GRATTAN FINANCIAL SECURITIES, INC. (SAN GABRIEL CA)
IN
11/03/1992 - 03/11/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/03/1992 - 03/11/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
12/23/1991 - 11/24/1992
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NA
06/18/1991 - 12/14/1991
FORTRESS SECURITIES, INC.
BC
Issued 07/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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